Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses
Thursday, June 20, 2024
3:30 PM - 5:30 PM (opens at 3:00 PM) EST
2Credits
Technical Business
Registration is Open
Members
$95.00 Regular Price
Non-Members
$120.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/CCSM6WS
Level: Intermediate
Vendor: Surgent
Field of Study: Taxes
Overview:
Clients often ask their tax advisors whether they have the "best" pension plan and whether they are using it to its maximum advantage. This program explains how various pension plans work and analyzes why a small or medium-sized business owner would choose one plan over another.Objectives:
Understand the advantages and disadvantages of the major pension-planning options for small- and medium-sized business owners Help clients evaluate pension plan options and select the best pension-planning option for them, based on changes made in the SECURE Act 2.0Presenters:
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Dennis Riley
Dennis Riley specializes in the tax and business needs of individuals, families and entrepreneurial small businesses. He has more than 25 years of experience in accounting, consulting, tax preparation, and government representation. The AICPA's CPA Vision project identified him as an early adopter of new technology and new integrations of accounting and consulting information.Dennis's experience...
Read more about Dennis Riley here